Policies and Forms

Search for policies, forms and other documents by typing a keyword, or browse by choosing the department and/or type of document from the dropdowns. You can also use the department and type tools to filter your search. This repository includes documents managed by Business and Finance as well as other helpful documents.

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Displaying 1 - 21 of 21
Type: Policy
Title Notes Related Documents
Asset Management Policy (4.21, PDF)

University policy managed by the Office of Business and Finance

Expenditures Policy (4.11, PDF)

University policy managed by the Office of Business and Finance

Fund Transfers - Unrestricted to Endowment Policy (4.32, PDF)

University policy managed by the Office of Business and Finance

Fund Transfers – General Ledger Policy (4.31, PDF)

University policy managed by the Office of Business and Finance

Type: Forms
Title Notes Related Documents
Add Asset to Inventory Form
Asset Off-Campus Stewardship Form
ChartField Value Request Form​
City of Columbus Certificate of Exemption, Hotel/Motel Excise Tax
Communications Excise Tax Exemption Certificate
Conflict of Interest Disclosure
Departmental State of Ohio Sales Tax Reporting Form
Endowment Transfer Form
Financials System Access Request Form
IRS Form W-9

Internal Revenue Service form

OSP Asset Maintenance Form

for Office of Sponsored Programs. 

Request for Cell Phone/Internet Allowance or Fringe Benefit Form
Request for Exception to Expenditure Dollar Limits
Sales and Use Tax Blanket Exemption Certificate

Ohio Department of Taxation form, completed by the university. Enter the vendor’s name, date and print to PDF

UNIV Asset Maintenance Form

For general university use.

Workday Worktag Requests

Note: There are separate tabs for different use cases.

Type: Other
Title Notes Related Documents
DocuSign instructions for Asset Management